Associate Portfolio Manager, Custom Indexing
About The Position
As an Associate Portfolio Manager, Custom Indexing, you will be responsible for supporting the planning, customization, transition, and ongoing management of tax-managed client portfolios. This role will work closely with the Portfolio Management team on the day-to-day operations of managing client accounts. This role is anticipated to be a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Work location is subject to change based on business needs.
Requirements
- Has background in technology, quantitative analysis, mathematics, and quantitative subject matter is strongly encouraged
- Has eagerness to become an expert of the Orion technology stack, including the integration of multiple platforms and our Custom Indexing offering
- Has effective communication skills to understand and explain complicated subject matter to a variety of audiences
- Has ability to work effectively both individually and within a team environment
- Has proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook
- Has excellence in writing, listening, and verbal communication skills
- Possess an ever-questioning approach as to how technology, processes, and collaboration can build upon our product offerings
- Has a minimum of a high school diploma
- Has a minimum of 3 years of experience
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
- Requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date.
Responsibilities
- Support Portfolio Managers to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing
- Develop and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high levels of service for tax managed solutions
- Conduct preliminary optimizations for client portfolios and collaborate with Portfolio Managers and internal teams to monitor, maintain, and rebalance existing client portfolios
- Optimize portfolios and generate trades for daily cash flows in and out of Custom Indexing accounts
- Participate in product working groups by offering feedback on Direct Indexing enhancements from a user and client-service perspective
- Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios
- Assist with internal audit reviews or compliance reporting by preparing reporting of daily, weekly, and quarterly tasks, and explaining optimization decisions and trade rationale
- Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
